Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google has unveiled a $15 billion investment plan to accelerate artificial intelligence (AI) development in India on Wednesday, with a major focus on strengthening digital infrastructure and connectivity.The initiative will establish a new international subsea gateway in Visakhapatnam (Vizag), providing a critical alternative to existing landings in Mumbai and Chennai. According to Brian Quigley, VP of Global Network Infrastructure at Google Cloud, the investment ...

此外，在通过亚马逊云科技(AWS)转售AI的业务中，Anthropic约有50%的毛利润需让渡给亚马逊。随着 云算力采购规模变化，这一比例未来仍可能调整。Anthropic管理层认为，同时与三大云厂商合作，使 其在企业客户触达层面相较OpenAI具备一定竞争优势。 在算力投入方面，Anthropic预计到2029年前，仅模型训练相关支出就可能高达1000亿美元，凸显生成 式AI背后日益高昂的云计算与芯片成本。 报道称，根据Anthropic最新的财务预测，这些云服务商还将从Anthropic的AI销售中分成。若其企业客 户通过云平台购买Anthropic的AI产品，云厂商即可获得一定比例的收入分成。这一收入来源正快速增 长，Anthropic在2024年向云服务商支付的AI销售分成仅约130万美元，但该金额预计将在2025年跃升至 约3.6亿美元，并在2026年和2027年分别扩大至19亿美元和64亿美元。 该分成机制被视为Anthropic激励云合作伙伴的重要手段。例如，微软已鼓励Azure云业务的销售人员推 广Anthropic的模型，并将相关销售计入业绩考核。分析认为，这类分成支出约占Anthropic ...

Group 1 - Google launched the Pixel 10A smartphone priced at $499 [1]

Core Insights - David Tepper has significantly increased his investments in Alphabet, Micron, and Meta, while reducing his positions in Alibaba and Amazon, indicating a strong focus on AI infrastructure [1] Group 1: Investment Increases - Tepper increased his Alphabet stake by 29%, now holding nearly 1.8 million shares, with Alphabet guiding for $175 billion to $185 billion in CapEx for 2026, primarily for AI infrastructure [1] - Micron's holdings were increased from 500,000 shares to 1.5 million, a 200% increase, with Q1 FY2026 revenue of $13.64 billion beating estimates by $410 million and non-GAAP EPS of $4.78 surpassing the $4.07 consensus [1] - Tepper also raised his stake in Meta, which reported Q4 2025 revenue of $59.89 billion and EPS of $8.88, guiding for $115 billion to $135 billion in CapEx for 2026 focused on AI infrastructure [1] Group 2: Investment Reductions - Tepper reduced his position in Alibaba, which reported a 53% year-over-year decline in net income to $2.90 billion due to aggressive investments in AI and quick-commerce [1] - Amazon's position was also reduced, with the company down 13% year-to-date, despite AWS growing 20% to $33 billion in Q3 2025 [1] Group 3: Strategic Focus - Tepper's investment strategy reflects a shift away from China risk and towards companies that are heavily investing in AI infrastructure, with Alphabet, Micron, and Meta all committing tens of billions to AI CapEx [1]

Key TakeawaysUS Industrial Production grew by 0.7% in January, significantly outperforming the 0.4% estimate, driven by a 0.6% gain in manufacturing.Office CMBS delinquency rates spiked to an all-time high of 12.3%, a figure that now officially exceeds the peak distress levels seen during the 2008 Financial Crisis.Bank of America’s Bull & Bear Indicator hit 9.5, maintaining a contrarian "sell signal" for the eighth consecutive month as institutional cash levels hover near record lows at 3.4%.The Trump Admin ...

U.S. stock futures are trending higher this Wednesday morning, February 18th, 2026, as investors prepare for a pivotal afternoon dominated by the release of the Federal Open Market Committee (FOMC) meeting minutes. Following a muted session on Tuesday where major benchmarks struggled to find direction, market participants are now looking toward central bank insights and a flurry of corporate earnings to catalyze the next leg of the 2026 rally.Premarket Activity and Index PerformanceAs of the early morning h ...

Google and Alphabet Inc. Chief Executive Officer, Sundar Pichai on Wednesday unveiled “India-America Connect Initiative”, outlining plans to deploy new subsea cable routes aimed at strengthening artificial intelligence (AI) connectivity between the two countries and multiple locations across the Southern Hemisphere.Announcing the initiative, Pichai said that the project builds on the company’s previously announced investments in India’s AI infrastructure.“Last year, we announced a $15 billion AI hub in Viza ...

Meta CEO Mark Zuckerberg is scheduled to testify on Wednesday in Los Angeles Superior Court as part of a landmark trial about social media and safety that's being likened to the industry's "Big Tobacco" moment.The trial, which began in late January, centers on a young woman who alleged that she became addicted to social media and video streaming apps like Instagram and YouTube.Lawyers representing the plaintiff contend that Meta, YouTube, TikTok and Snap misled the public about the safety of their services ...

谷歌母公司Alphabet公司公布了几项新举措，以支持其在印度的扩张，其中包括将印度与美国和南半球 其他地区连接起来的新光纤线路。该公司首席执行官桑达尔·皮查伊在新德里举行的 人工智能峰会上大 力宣传了公司在人工智能领域的努力。印度总理莫迪在峰会上阐述了印度能够在人工智能领域引领潮流 的愿景。皮查伊是众多支持这一努力的知名首席执行官之一。公司表示，最新推出的"美印互联"计划将 铺设新的光纤线路，以提高印度与其他国家之间的网络连接速度和可靠性。该公司此前已在 太平洋、 非洲和澳大利亚周边地区建设海底光缆。 ...

Premarket Activity and FuturesU.S. stock futures are trending higher on Wednesday morning, February 18, 2026, as investors shake off recent volatility tied to artificial intelligence (AI) valuation concerns. As of the early morning hours, S&P 500 (SPX) futures have advanced 0.6%, while Nasdaq 100 (NDX) futures are leading the pack with a 0.7% gain. The Dow Jones Industrial Average (DJI) futures are also in positive territory, up 0.5%.This upward movement suggests a "dip-buying" mentality is taking hold foll ...